Evoke Wealth, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Evoke Wealth, LLC reported 585 stock positions worth $4.3 billion. Its top holding was SPDR Gold Minishares Trust (GLDM) at 10.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.4%) and Rpar Risk Parity ETF (RPAR, 4.5%). Compared with Q1 2025, it opened 158 new positions, sold out of 23, added to 260 and reduced 105. The biggest buy was Nvidia (NVDA, shares +5%) and the biggest sale Rpar Risk Parity ETF (RPAR, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001793432
- Portfolio Value
- $4.3B (Q2 2025)
- SEC Filing
- 0001172661-25-002928 ↗ filed Aug 7, 2025
Holdings Value
Holdings 585 stocks · $4.3B
| GLDM SPDR Gold Minishares Trust | 10.80% | 7,030,213 | $460.6M | Add +2.7% |
| IVV iShares Core S&P 500 ETF | 9.36% | 642,945 | $399.2M | Add +2.1% |
| RPAR Rpar Risk Parity ETF | 4.49% | 9,588,420 | $191.3M | Reduce -12.1% |
| SCHP Schwab U.S. Tips ETF | 4.22% | 6,751,239 | $180.1M | Add +21.5% |
| VTI VG Morningstar TS MKT ETF-US | 4.14% | 578,592 | $176.4M | Add +2.7% |
| GUNR NT Mstar GLBL NR ETF | 3.74% | 3,971,272 | $159.3M | Add +7.6% |
| OEF iShares S&P 100 ETF | 3.01% | 421,785 | $128.4M | Reduce -0.9% |
| TIP iShares Tips Bond ETF | 2.74% | 1,061,353 | $116.8M | Reduce -3.3% |
| ACWI iShares MSCI Acwi ETF | 2.46% | 814,395 | $104.7M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 2.35% | 1,760,494 | $100.4M | Add +6.5% |
| NVDA Nvidia Corp. | 2.33% | 629,956 | $99.5M | Add +4.5% |
| VOO Vanguard S&P 500 ETF | 2.26% | 168,901 | $96.2M | Add +13.7% |
| DFAU Dimensional US Core Equity M | 2.00% | 2,007,907 | $85.1M | Add +7.9% |
| DFAI Dimensional International Co. | 1.84% | 2,272,514 | $78.6M | Add +12.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.80% | 123,758 | $76.7M | Add +2.8% |
| AAPL Apple Inc. | 1.75% | 363,107 | $74.5M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 1.67% | 715,708 | $71.0M | Reduce -6.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.57% | 377,494 | $67.1M | Reduce -0.6% |
| MBB iShares MBS ETF | 1.55% | 704,392 | $66.1M | Add +4.2% |
| VWO Vanguard Ftse Emerging Marke | 1.55% | 1,332,571 | $65.9M | Add +5.4% |
| MSFT Microsoft Corp. | 1.44% | 123,201 | $61.3M | Add +5.6% |
| VT Vanguard Tot World STK ETF | 1.41% | 468,056 | $60.2M | Reduce -4.1% |
| VTIP Vanguard Short-Term Tips | 1.27% | 1,076,000 | $54.1M | Add +15.4% |
| DFAE Dimensional Emerging Core Eq | 1.20% | 1,764,427 | $51.1M | Add +10.4% |
| LTPZ PIMCO 15+ YR US Tips Indx | 1.18% | 961,343 | $50.4M | Reduce -10.6% |
| IVE iShares S&P 500 Value ETF | 1.13% | 246,849 | $48.2M | Add +1.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.04% | 705,390 | $44.5M | Add +3.2% |
| VTWO Vanguard Russell 2000 ETF | 1.00% | 488,414 | $42.6M | Reduce -2.3% |
| UPAR Ultra Risk Parity ETF | 0.82% | 2,481,902 | $34.8M | Reduce -13.0% |
| VIG Vanguard Dividend Apprec ETF | 0.81% | 168,449 | $34.6M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.78% | 187,892 | $33.1M | Add +2.6% |
| AMZN Amazon.com Inc. | 0.72% | 139,033 | $30.5M | Add +3.9% |
| VONE Vanguard Russell 1000 | 0.62% | 94,005 | $26.4M | Reduce -2.9% |
| STIP iShares 0-5 Year Tips Bond E | 0.52% | 215,032 | $22.1M | Add +3.3% |
| MA Mastercard Inc. Class A | 0.47% | 36,006 | $20.2M | Add +3.7% |
| GOOG Alphabet Inc. Class C | 0.46% | 111,014 | $19.7M | Add +6.0% |
| TLT iShares 20+ Year Treasury BD | 0.41% | 199,392 | $17.6M | Reduce -20.0% |
| GLD SPDR Gold Shares | 0.39% | 54,561 | $16.6M | Add +3.1% |
| DOCS Doximity Inc. Class A | 0.38% | 265,333 | $16.3M | Reduce -6.1% |
| VGIT Vanguard Intermediate-Term T | 0.35% | 249,576 | $14.9M | Reduce -7.6% |
| META Meta Platforms Inc. Class A | 0.35% | 20,140 | $14.9M | Add +13.9% |
| ESGV Vanguard ESG US Stock ETF | 0.30% | 118,307 | $13.0M | Add +2.5% |
| IAU iShares Gold Trust | 0.30% | 206,701 | $12.9M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 23,156 | $12.8M | Add +4.2% |
| ORCL Oracle Corp. | 0.27% | 53,149 | $11.6M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.27% | 74,996 | $11.5M | Add +2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 23,298 | $11.3M | Add +16.4% |
| MCO Moody's Corp. | 0.26% | 22,225 | $11.1M | Reduce -2.6% |
| AZO AutoZone Inc. | 0.23% | 2,684 | $10.0M | Reduce -3.4% |
| JPM JPMorgan Chase & Co. | 0.23% | 33,502 | $9.7M | Add +17.2% |
| AVGO Broadcom Inc. | 0.21% | 32,309 | $8.9M | Add +32.9% |
| V Visa Inc. Class A | 0.19% | 23,290 | $8.3M | Add +6.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.19% | 66,698 | $8.2M | Reduce -1.7% |
| VNQ Vanguard Real Estate ETF | 0.18% | 87,398 | $7.8M | Add +10.9% |
| ADI Analog Devices Inc. | 0.17% | 31,068 | $7.4M | Reduce -0.1% |
| LIN Linde PLC | 0.17% | 15,226 | $7.1M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.16% | 8,656 | $6.7M | Add +13.0% |
| SNOW Snowflake Inc. | 0.15% | 28,594 | $6.4M | Add +8.9% |
| PG The Procter & Gamble Co. | 0.15% | 38,936 | $6.2M | Add +4.9% |
| NFLX Netflix Inc. | 0.15% | 4,626 | $6.2M | Add +13.1% |
| CME Cme Group Inc. | 0.14% | 22,059 | $6.1M | Reduce -1.9% |
| PEP Pepsico Inc. | 0.14% | 45,875 | $6.1M | Add +1.3% |
| LOW Lowe's Cos Inc. | 0.14% | 26,940 | $6.0M | Reduce -1.4% |
| CARR Carrier Global Corp. | 0.14% | 79,382 | $5.8M | Reduce -2.7% |
| IGOV iShares International Treasu | 0.14% | 134,056 | $5.8M | Add +860.8% |
| CVX Chevron Corp. | 0.14% | 40,228 | $5.8M | Add +2.9% |
| UNH Unitedhealth Group Inc. | 0.13% | 18,316 | $5.7M | Add +0.9% |
| MSCI MSCI Inc. | 0.13% | 9,861 | $5.7M | Reduce -2.5% |
| VXUS Vanguard Total Intl Stock | 0.13% | 82,173 | $5.7M | Add +43.2% |
| VSGX Vanguard ESG Intl Stock ETF | 0.13% | 86,334 | $5.7M | Add +0.1% |
| INTU Intuit Inc. | 0.13% | 7,074 | $5.6M | Add +6.0% |
| IWM iShares Russell 2000 ETF | 0.13% | 25,683 | $5.5M | Add +3.0% |
| SLV iShares Silver Trust | 0.13% | 165,184 | $5.4M | Add +28.5% |
| IWR iShares Russell Mid-Cap ETF | 0.13% | 58,531 | $5.4M | Reduce -27.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 42,801 | $5.3M | Add +1.5% |
| ABBV Abbvie Inc. | 0.12% | 28,632 | $5.3M | Add +19.9% |
| GNR State Street SPDR S&P Global | 0.12% | 94,974 | $5.2M | Add +13.5% |
| SHW The Sherwin-Williams Co. | 0.12% | 14,837 | $5.1M | Reduce -5.8% |
| IWB iShares Russell 1000 ETF | 0.12% | 14,482 | $4.9M | Add +23.4% |
| CL Colgate-Palmolive Co. | 0.12% | 54,007 | $4.9M | Reduce -1.6% |
| GS Goldman Sachs Group Inc. | 0.11% | 6,797 | $4.8M | Add +2.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 10,867 | $4.8M | No change |
| IBIT iShares Bitcoin Trust ETF | 0.11% | 76,292 | $4.7M | Add +126.2% |
| TSLA Tesla Inc. | 0.11% | 14,541 | $4.6M | Add +41.6% |
| PGF Invesco Financial Preferred | 0.11% | 318,111 | $4.5M | Add +5.7% |
| NOW ServiceNow Inc. | 0.10% | 4,302 | $4.4M | Add +13.2% |
| XOM Exxon Mobil Corp. | 0.10% | 40,983 | $4.4M | Add +9.7% |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 23,444 | $4.3M | Add +1.3% |
| DFIV Dimensional International Va | 0.10% | 95,519 | $4.1M | Add +7.5% |
| OTIS Otis Worldwide Corp. | 0.09% | 40,111 | $4.0M | Reduce -2.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.09% | 99,050 | $3.9M | Add +0.2% |
| SM SM Energy Co. | 0.09% | 156,300 | $3.9M | Add +5.5% |
| AGI Alamos Gold Inc. Class A | 0.09% | 142,860 | $3.8M | Add +4.4% |
| GGG Graco Inc. | 0.09% | 42,306 | $3.6M | Reduce -3.5% |
| ADBE Adobe Inc. | 0.08% | 9,296 | $3.6M | Add +13.2% |
| QCOM Qualcomm Inc. | 0.08% | 22,541 | $3.6M | Add +4.4% |
| PEY Invesco High Yield Equity Di | 0.08% | 171,360 | $3.5M | No change |
| GDX Vaneck Gold Miners ETF | 0.08% | 66,385 | $3.5M | Add +3.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 12,294 | $3.5M | Reduce -1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 70,727 | $3.3M | Add +4.7% |
Options reported separately and not counted above: NVDA puts ($68.4M), AAPL puts ($14.9M), GOOG puts ($12.0M), AMZN puts ($3.6M), DOCS puts ($3.1M), MSFT puts ($1.8M), ANET puts ($818K), SPY puts ($741K), GOOGL puts ($724K), TTD puts ($547K), NOW puts ($514K), QQQ puts ($221K), and 2 more.
Portfolio Sells Q1 2025 → Q2 2025
| RPAR Rpar Risk Parity ETF | Reduce -12.1% | 4.49% | −1.11 |
| KKR KKR & Co. Inc. | Reduce -97.1% | 0.01% | −0.46 |
| TIP iShares Tips Bond ETF | Reduce -3.3% | 2.74% | −0.44 |
| LTPZ PIMCO 15+ YR US Tips Indx | Reduce -10.6% | 1.18% | −0.35 |
| AGG iShares Core U.S. Aggregate | Reduce -6.3% | 1.67% | −0.31 |
| UPAR Ultra Risk Parity ETF | Reduce -13.0% | 0.82% | −0.21 |
| TLT iShares 20+ Year Treasury BD | Reduce -20.0% | 0.41% | −0.18 |
| XYZ Block Inc. | Reduce -96.5% | 0.01% | −0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.6% | 1.57% | −0.14 |
| VGIT Vanguard Intermediate-Term T | Reduce -7.6% | 0.35% | −0.07 |
| VT Vanguard Tot World STK ETF | Reduce -4.1% | 1.41% | −0.07 |
| EDV Vanguard Extended Dur Treas | Reduce -58.1% | 0.03% | −0.06 |
| VTWO Vanguard Russell 2000 ETF | Reduce -2.3% | 1.00% | −0.05 |
| IWR iShares Russell Mid-Cap ETF | Reduce -27.3% | 0.13% | −0.05 |
| DOCS Doximity Inc. Class A | Reduce -6.1% | 0.38% | −0.05 |
| AZO AutoZone Inc. | Reduce -3.4% | 0.23% | −0.04 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.9% | 2.46% | −0.04 |
| LINE Lineage Inc. | Reduce -1.0% | 0.06% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -1.2% | 0.06% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -1.4% | 0.14% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -5.8% | 0.12% | −0.02 |
| TJX TJX Companies Inc. | Reduce -1.7% | 0.19% | −0.02 |
| VONE Vanguard Russell 1000 | Reduce -2.9% | 0.62% | −0.02 |
| HLI Houlihan Lokey Inc. | Reduce -73.8% | 0.01% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -1.6% | 0.12% | −0.02 |
| OTIS Otis Worldwide Corp. | Reduce -2.5% | 0.09% | −0.02 |
| LIN Linde PLC | Reduce -0.1% | 0.17% | −0.02 |
| IAU iShares Gold Trust | Reduce -0.5% | 0.30% | −0.02 |
| MSCI MSCI Inc. | Reduce -2.5% | 0.13% | −0.02 |
| MCO Moody's Corp. | Reduce -2.6% | 0.26% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -9.1% | 0.05% | −0.01 |
| MIDD Middleby Corp. | Reduce -7.0% | 0.06% | −0.01 |
| CME Cme Group Inc. | Reduce -1.9% | 0.14% | −0.01 |
| MTD Mettler-Toledo International | Reduce -6.2% | 0.07% | −0.01 |
| REAL The Realreal Inc. | Reduce -43.8% | 0.01% | −0.01 |
| GGG Graco Inc. | Reduce -3.5% | 0.09% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -10.3% | 0.04% | −0.01 |
| FDS Factset Research Systems Inc. | Reduce -1.1% | 0.07% | −0.01 |
| SBUX Starbucks Corp. | Reduce -23.2% | 0.02% | −0.01 |
| WM Waste Management Inc. | Reduce -4.8% | 0.04% | −0.01 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −0.01 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.01 |
| SYK Stryker Corp. | Reduce -11.0% | 0.04% | −0.01 |
| KBE SS SPDR S&P Bank ETF | Sold out | 0.00% | −0.01 |
| XLE SS Energy Select Sector | Reduce -5.9% | 0.02% | −0.01 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.01 |
| DVAX Dynavax Technologies Corp. | Reduce -3.2% | 0.01% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -20.9% | 0.02% | −0.01 |
| NKE Nike Inc. Class B | Reduce -11.2% | 0.05% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +4.5% | 2.33% | +0.63 |
| SCHP Schwab U.S. Tips ETF | Add +21.5% | 4.22% | +0.32 |
| MSFT Microsoft Corp. | Add +5.6% | 1.44% | +0.29 |
| VOO Vanguard S&P 500 ETF | Add +13.7% | 2.26% | +0.26 |
| DFAI Dimensional International Co. | Add +12.8% | 1.84% | +0.20 |
| VEA Vanguard Ftse Developed ETF | Add +6.5% | 2.35% | +0.16 |
| DFAU Dimensional US Core Equity M | Add +7.9% | 2.00% | +0.13 |
| IVV iShares Core S&P 500 ETF | Add +2.1% | 9.36% | +0.13 |
| IGOV iShares International Treasu | Add +860.8% | 0.14% | +0.12 |
| DFAE Dimensional Emerging Core Eq | Add +10.4% | 1.20% | +0.12 |
| AVGO Broadcom Inc. | Add +32.9% | 0.21% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.7% | 4.14% | +0.10 |
| META Meta Platforms Inc. Class A | Add +13.9% | 0.35% | +0.08 |
| IBIT iShares Bitcoin Trust ETF | Add +126.2% | 0.11% | +0.07 |
| VTHR Vanguard Russell 3000 | New | 0.07% | +0.07 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +3.2% | 1.04% | +0.06 |
| VTIP Vanguard Short-Term Tips | Add +15.4% | 1.27% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +5.4% | 1.55% | +0.05 |
| AMZN Amazon.com Inc. | Add +3.9% | 0.72% | +0.05 |
| SNOW Snowflake Inc. | Add +8.9% | 0.15% | +0.05 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.05% | +0.05 |
| NFLX Netflix Inc. | Add +13.1% | 0.15% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +17.2% | 0.23% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +521.8% | 0.05% | +0.04 |
| ALLW State Street Brgwtr All WTHR | New | 0.04% | +0.04 |
| DFAC Dimensional US Core Equity 2 | Add +179.8% | 0.06% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +43.2% | 0.13% | +0.04 |
| VOOV Vanguard S&P 500 Value ETF | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | Add +41.6% | 0.11% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +2.6% | 0.78% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.8% | 1.80% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +6.0% | 0.46% | +0.03 |
| MDY State Street SPDR S&P Midcap | Add +199.7% | 0.05% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.2% | 0.30% | +0.03 |
| GSLC Goldman Activebeta US LC ETF | New | 0.03% | +0.03 |
| OUNZ Vaneck Merk Gold ETF | New | 0.03% | +0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.03% | +0.03 |
| COST Costco Wholesale Corp. | Add +58.3% | 0.08% | +0.03 |
| NOW ServiceNow Inc. | Add +13.2% | 0.10% | +0.02 |
| ANET Arista Networks Inc. | Add +59.3% | 0.05% | +0.02 |
| INTU Intuit Inc. | Add +6.0% | 0.13% | +0.02 |
| SLV iShares Silver Trust | Add +28.5% | 0.13% | +0.02 |
| DFIC Dimensional International Co. | New | 0.02% | +0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.02% | +0.02 |
| IQLT iShares MSCI International Q | New | 0.02% | +0.02 |
| GE General Electric | Add +81.4% | 0.04% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +23.4% | 0.12% | +0.02 |
| RBLX Roblox Corp. Class A | Add +164.6% | 0.03% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +150.1% | 0.04% | +0.02 |
| HOOD Robinhood Markets Inc. Class A | Add +64.3% | 0.03% | +0.02 |
Options Activity Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | put | New | 432,700 | $68.4M |
| AAPL Apple Inc. | put | New | 72,700 | $14.9M |
| GOOG Alphabet Inc. Class C | put | New | 67,700 | $12.0M |
| AMZN Amazon.com Inc. | put | New | 16,200 | $3.6M |
| DOCS Doximity Inc. Class A | put | New | 50,000 | $3.1M |
| MSFT Microsoft Corp. | put | New | 3,600 | $1.8M |
| ANET Arista Networks Inc. | put | New | 8,000 | $818K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 1,200 | $741K |
| GOOGL Alphabet Inc. Class A | put | New | 57,600 | $724K |
| TTD Trade Desk Inc./the Class A | put | New | 7,600 | $547K |
| NOW ServiceNow Inc. | put | New | 500 | $514K |
| QQQ Invesco QQQ Trust Series 1 | put | New | 400 | $221K |
| SMMT Summit Therapeutics Inc. | put | New | 10,000 | $213K |
| INTC Intel Corp. | call | New | 1,000 | $22K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $1.6M | RPAR, NVDA, AAPL, VTI |
| Q1 2026 | 697 | $5.4B | GLDM, IVV, SCHP, GUNR, RPAR |
| Q4 2025 | 665 | $5.2B | GLDM, IVV, SCHP, RPAR, VTI |
| Q3 2025 | 632 | $4.8B | GLDM, IVV, RPAR, SCHP, VTI |
| Q2 2025 | 585 | $4.3B | GLDM, IVV, RPAR, SCHP, VTI |
| Q1 2025 | 450 | $3.8B | GLDM, IVV, RPAR, VTI, SCHP |
| Q4 2024 | 434 | $3.6B | IVV, GLDM, RPAR, VTI, SCHP |
| Q3 2024 | 417 | $3.7B | IVV, GLDM, RPAR, VTI, GUNR |
| Q2 2024 | 104 | $68.2M | UPAR, ESGV, VSGX, SCHV, QCOM |
| Q1 2024 | 400 | $3.4B | IVV, GLDM, RPAR, GUNR, SCHP |